Most needed skills for a research associate?
What kind of modeling and valuation skills are needed as an associate? Is a CFA becoming necessary to reach the analyst level?
What kind of modeling and valuation skills are needed as an associate? Is a CFA becoming necessary to reach the analyst level?
+81 | Q&A - Buyside Equity Research Analyst/PM | 29 | 1w | |
+24 | Clues in Financial Reporting Analysis | 7 | 1w | |
+17 | Am i fairly compensated? | 9 | 1w | |
+14 | Data Science to PM | 8 | 2w | |
+14 | Heard they don’t model at Oppenheimer | 10 | 3w | |
Equity Research at Bank vs IG, High Yield & Leveraged Loans Research at Asset Manager | 4 | 1w | ||
+12 | ER - Remote Jobs? | 8 | 1w | |
+11 | Who uses sell-side Strategists? Are they valuable? | 4 | 2w | |
+10 | What Is Everyone's Exams situations like? | 10 | 1w | |
+8 | Best time to email ER MD? | 15 | 1w |
Career Resources
For modeling you should understand how a working three statement model connects and functions. For revenue builds, that will depend on your coverage and analyst and can range from pretty simple to very complicated. The better/faster you are at excel the better, but you can learn a lot of that on the job.
Valuation also depends but you should be able to walk through a DCF and build a good comp table.
CFA is not necessary, many analysts don’t have it.
For the DCF, is that still as common as before? I've seen more and more reports just skipping a DCF and using a multiple to value a company
Id harum a animi dolorum. Architecto commodi commodi placeat tempore dolorem. Ut eos aliquid eum illum et perferendis. Atque in soluta et.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...